{"url":"https://etfiq.com/academy/planning-deep-dive/","section":"academy","title":"Planning Deep Dive: Free Advanced ETF Course | ETFIQ","description":"Planning Deep Dive: Sequence risk, tax-aware fund choice and your own investment rules. 6 free lessons on real ETF data, with quizzes and a certificate.","as_of":"Nov 10, 2026","structured_data":[{"@type":"Course","@id":"https://etfiq.com/academy/planning-deep-dive/#course","name":"Planning Deep Dive","description":"As of Nov 10, 2026, ETFIQ Academy\u2019s Planning Deep Dive course has 6 free advanced lessons on real ETF data, about 43 minutes in all.","url":"https://etfiq.com/academy/planning-deep-dive/","provider":{"@type":"Organization","name":"ETFIQ Research","url":"https://etfiq.com"},"educationalLevel":"Advanced","inLanguage":"en","isAccessibleForFree":true,"offers":{"@type":"Offer","category":"Free","price":0,"priceCurrency":"USD"},"hasCourseInstance":{"@type":"CourseInstance","courseMode":"Online","courseWorkload":"PT43M"},"hasPart":[{"@type":"LearningResource","name":"Sequence risk: why the order of returns matters","url":"https://etfiq.com/academy/planning-deep-dive/sequence-risk/","position":1},{"@type":"LearningResource","name":"Tax-aware fund choice: how a fund's build shapes your tax","url":"https://etfiq.com/academy/planning-deep-dive/tax-aware-fund-choice/","position":2},{"@type":"LearningResource","name":"Concentration: see what you already own","url":"https://etfiq.com/academy/planning-deep-dive/concentration-and-look-through/","position":3},{"@type":"LearningResource","name":"Inflation and rates: when bonds stop cushioning","url":"https://etfiq.com/academy/planning-deep-dive/inflation-and-rate-regimes/","position":4},{"@type":"LearningResource","name":"Evaluating a fund: fee, benchmark and promise","url":"https://etfiq.com/academy/planning-deep-dive/evaluating-a-fund/","position":5},{"@type":"LearningResource","name":"Write your own investment rules","url":"https://etfiq.com/academy/planning-deep-dive/investment-policy-statement/","position":6}],"dateModified":"2026-11-10"},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Academy","item":"https://etfiq.com/academy/"},{"@type":"ListItem","position":3,"name":"Planning Deep Dive","item":"https://etfiq.com/academy/planning-deep-dive/"}]},{"@type":"WebPage","name":"Planning Deep Dive: Free Advanced ETF Course","description":"Planning Deep Dive: Sequence risk, tax-aware fund choice and your own investment rules. 6 free lessons on real ETF data, with quizzes and a certificate.","url":"https://etfiq.com/academy/planning-deep-dive/","dateModified":"2026-11-10","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":2397,"truncated":false,"content":"ETFIQ / Academy / Planning Deep Dive \n \n Planning Deep Dive\n Data as of Nov 10, 2026. Rebuilt every trading night.\n As of Nov 10, 2026, ETFIQ Academy\u2019s Planning Deep Dive course has 6 free advanced lessons on real ETF data, about 43 minutes in all.\n Planning Deep Dive \u00b7 6 lessons published 1 2 3 4 5 6 \n Start the course \n Lessons\n Sequence risk: why the order of returns matters Lesson 1, 7 minutes \n Tax-aware fund choice: how a fund's build shapes your tax Lesson 2, 7 minutes \n Concentration: see what you already own Lesson 3, 7 minutes \n Inflation and rates: when bonds stop cushioning Lesson 4, 7 minutes \n Evaluating a fund: fee, benchmark and promise Lesson 5, 7 minutes \n Write your own investment rules Lesson 6, 8 minutes \n Your progress\n Finish all 6 lessons and get 2 of 3 right on each quiz to earn the course certificate. 0 of 6 lessons passed on this device. \n What you learn\n Why the order of returns matters once you draw money, shown by replaying the same four real years in reverse\n How a fund's build (notes or index options) shapes when and at what rate its payouts are taxed, shown on two Nasdaq-100 income funds\n How to add up what several ETFs hold underneath, company by company and sector by sector, to find hidden concentration\n Why holding fewer stocks protects in some years and not others: the inflation and interest-rate regime decides whether bonds hold\n Three checks for any fund (cost, result against its benchmark, and whether it kept its category's promise), shown on two income funds\n How to write a one-page set of rules (purpose, loss limit, mix, upkeep, review) with numbers from the largest falls of ETFIQ's benchmarks\n Where to next\n More in this track ETFIQ Academy For teachers: answer keys ETF explainers \n Cite this page. ETFIQ, Planning Deep Dive: free ETF course, data as of Nov 10, 2026. https://etfiq.com/academy/planning-deep-dive/ Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, Planning Deep Dive: free ETF course, data as of Nov 10, 2026. https://etfiq.com/academy/planning-deep-dive/ APA ETFIQ. (Nov 10, 2026). Planning Deep Dive: free ETF course. Retrieved from https://etfiq.com/academy/planning-deep-dive/ Markdown [Planning Deep Dive: free ETF course (ETFIQ, Nov 10, 2026)](https://etfiq.com/academy/planning-deep-dive/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, Planning Deep Dive: free ETF course, data as of Nov 10, 2026. https://etfiq.com/academy/planning-deep-dive/"}